What does arithmetic intensity actually measure and what does AI near 1 imply?
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Arithmetic intensity is FLOPs done per byte read from memory. High AI means compute-bound, low AI means bandwidth-bound. LLM decode sits near AI of 1, which is why it is HBM-bandwidth-limited.
Picture a worker hauling boxes from a warehouse to a workbench. Arithmetic intensity is how much actual work the worker does per box. If the worker hauls one box and does ten minutes of careful assembly on it, the bottleneck is the worker's hands, the warehouse runs idle. If the worker grabs a box, glances at it for one second, drops it, and runs back for another, the bottleneck is the path to the warehouse, the workbench sits empty most of the time. LLM decode is the second case. Each new token requires hauling the entire model out of HBM but only doing a tiny bit of math with it before fetching it all again for the next token. The path to the warehouse, HBM bandwidth, is the binding constraint.
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2 min: AI definition + roofline ridge point + LLM decode at AI near 1 + which optimizations raise AI versus cut bytes + diagnostic discipline.
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Believing more FLOPs always means more throughput. When AI is near 1, the kernel is bandwidth-bound and adding compute does nothing. The fix is to raise AI, not to add tensor cores.
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